policyengine-household-wizard 0.1.0

package/dist/us-household/adapters/v1Payload.d.ts

@@ -0,0 +1,68 @@
+import type { USHouseholdDraft } from '../types';
+/**
+ * The shape of a PolicyEngine US "situation" / household-creation payload at
+ * the wire level. Variables are year-keyed; person/group keys are arbitrary
+ * strings (callers pick them).
+ */
+export type V1ValueMap = Record<string, number | string | boolean | null>;
+export type V1FieldValue = V1ValueMap | string[] | undefined;
+/**
+ * A person record carries only year-keyed variable maps. `members` belongs on
+ * group records, never on people.
+ */
+export type V1PersonRecord = Record<string, V1ValueMap | undefined>;
+/**
+ * A group record always carries `members` plus zero-or-more year-keyed
+ * variable maps.
+ */
+export type V1GroupRecord = {
+    members: string[];
+} & Record<string, V1FieldValue>;
+export type V1EntityRecord = V1PersonRecord | V1GroupRecord;
+export type V1PersonCollection = Record<string, V1PersonRecord>;
+export type V1GroupCollection = Record<string, V1GroupRecord>;
+/** @deprecated Prefer V1PersonCollection or V1GroupCollection. */
+export type V1EntityCollection = Record<string, V1EntityRecord>;
+export interface V1HouseholdSituation {
+    people: V1PersonCollection;
+    families?: V1GroupCollection;
+    marital_units?: V1GroupCollection;
+    tax_units?: V1GroupCollection;
+    spm_units?: V1GroupCollection;
+    households?: V1GroupCollection;
+}
+/**
+ * Matches policyengine-app-v2's `V1HouseholdCreateEnvelope` so `fromUSDraft`
+ * adapters can pass the envelope straight into `Household.fromV1CreationPayload`.
+ */
+export interface V1HouseholdEnvelope {
+    country_id: 'us';
+    label?: string | null;
+    data: V1HouseholdSituation;
+}
+export interface ToV1PayloadOptions {
+    /**
+     * Optional override for group keys. Defaults to short, lower-case keys
+     * (`"household"`, `"tax_unit"`, etc.). Pass `"verbose"` for `"your household"`
+     * style names compatible with app-v2's builder.
+     */
+    groupKeyStyle?: 'short' | 'verbose';
+    /**
+     * If true, attaches member ids to the marital unit. Off by default because
+     * cliff-watch and other consumers send `marital_units: {}` and have it work.
+     */
+    includeMaritalUnit?: boolean;
+    /**
+     * Optional label for the envelope. Surfaces as `label` on the V1
+     * creation/metadata response.
+     */
+    label?: string | null;
+}
+export declare function toV1HouseholdPayload(draft: USHouseholdDraft, options?: ToV1PayloadOptions): V1HouseholdEnvelope;
+/**
+ * Convenience that returns just the inner `V1HouseholdSituation` — useful for
+ * callers that POST to `/calculate` or otherwise need the situation directly
+ * without the envelope wrapper.
+ */
+export declare function toV1HouseholdSituation(draft: USHouseholdDraft, options?: ToV1PayloadOptions): V1HouseholdSituation;
+//# sourceMappingURL=v1Payload.d.ts.map

package/dist/us-household/adapters/v1Payload.d.ts.map

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package/dist/us-household/counties.d.ts

@@ -0,0 +1,25 @@
+export interface County {
+    /** PolicyEngine US county enum code (e.g. "ALAMEDA_COUNTY_CA"). */
+    code: string;
+    /** Display name without the trailing state segment (e.g. "Alameda County"). */
+    name: string;
+}
+declare const DATA: Record<string, County[]>;
+/**
+ * Counties grouped by two-letter state code, sorted by name. The data ships
+ * inline with the package so the wizard can render a county dropdown without
+ * any network call.
+ *
+ * To refresh from PolicyEngine US metadata, run `bun run regenerate-counties`.
+ */
+export declare function getCountiesByState(stateCode: string | null | undefined): County[];
+export declare function isCountyCode(value: unknown): value is string;
+export declare function getCountyName(code: string | null | undefined): string | null;
+/**
+ * Resolve a free-text county name (legacy input shape used by Coverage Compass
+ * and others) to a PolicyEngine county code. Matching is case-insensitive and
+ * ignores common suffixes like "County", "Parish", "Borough".
+ */
+export declare function resolveCountyCode(stateCode: string | null | undefined, countyInput: string | null | undefined): string | null;
+export { DATA as _rawCountyData };
+//# sourceMappingURL=counties.d.ts.map

package/dist/us-household/counties.d.ts.map

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package/dist/us-household/draft.d.ts

@@ -0,0 +1,28 @@
+import type { USHouseholdDraft, USPersonDraft, USPersonKind } from './types';
+export declare const DEFAULT_HOUSEHOLD_YEAR: number;
+/**
+ * Returns a draft with no defaults for state, ages, or marital status. The
+ * wizard must explicitly capture each of these before the household is valid.
+ *
+ * `year` defaults to the current UTC year so calculations have a target period;
+ * apps that want a fixed year can pass one in.
+ */
+export declare function createBlankDraft(year?: number): USHouseholdDraft;
+/**
+ * Returns a deep clone of an existing draft. Used by apps that want to keep an
+ * "edit baseline" separate from the in-progress draft.
+ */
+export declare function cloneDraft(draft: USHouseholdDraft): USHouseholdDraft;
+export declare function createPerson(kind: USPersonKind, existingPeople?: USPersonDraft[], partial?: Partial<USPersonDraft>): USPersonDraft;
+export declare function addPerson(draft: USHouseholdDraft, kind: USPersonKind, partial?: Partial<USPersonDraft>): USHouseholdDraft;
+export declare function removePerson(draft: USHouseholdDraft, personId: string): USHouseholdDraft;
+export declare function updatePerson(draft: USHouseholdDraft, personId: string, changes: Partial<USPersonDraft>): USHouseholdDraft;
+export declare function getAdults(draft: USHouseholdDraft): USPersonDraft[];
+export declare function getDependents(draft: USHouseholdDraft): USPersonDraft[];
+/**
+ * Reconcile the people array with the chosen marital status. Switching to
+ * "married" with one adult adds a partner; switching to "single" with two or
+ * more adults removes the trailing adults beyond the first.
+ */
+export declare function applyMaritalStatusChange(draft: USHouseholdDraft, maritalStatus: USHouseholdDraft['maritalStatus']): USHouseholdDraft;
+//# sourceMappingURL=draft.d.ts.map

package/dist/us-household/draft.d.ts.map

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package/dist/us-household/index.d.ts

@@ -0,0 +1,9 @@
+export type { USHouseholdDraft, USMaritalStatus, USPersonDraft, USPersonFlags, USPersonIncomes, USPersonKind, ValidationIssue, ValidationResult, } from './types';
+export { DEFAULT_HOUSEHOLD_YEAR, createBlankDraft, cloneDraft, createPerson, addPerson, removePerson, updatePerson, getAdults, getDependents, applyMaritalStatusChange, } from './draft';
+export { normalizeLegacyDraft } from './normalize';
+export { validate, isComplete, type ValidateOptions } from './validate';
+export { serializeDraft, deserializeDraft } from './serialize';
+export { US_STATES, isUSStateCode, getStateName, getStateFromZip, type USState, } from './states';
+export { getCountiesByState, getCountyName, isCountyCode, resolveCountyCode, type County, } from './counties';
+export { toV1HouseholdPayload, toV1HouseholdSituation, type V1HouseholdEnvelope, type V1HouseholdSituation, type V1ValueMap, type V1FieldValue, type V1PersonRecord, type V1GroupRecord, type V1PersonCollection, type V1GroupCollection, type V1EntityRecord, type V1EntityCollection, type ToV1PayloadOptions, } from './adapters/v1Payload';
+//# sourceMappingURL=index.d.ts.map

package/dist/us-household/index.d.ts.map

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package/dist/us-household/normalize.d.ts

@@ -0,0 +1,11 @@
+import type { USHouseholdDraft } from './types';
+/**
+ * Best-effort normalization from legacy household shapes (cliff-watch's people
+ * array, Coverage Compass's flat fields, ad-hoc test fixtures) into the shared
+ * draft contract. Unknown fields are dropped silently; apps that need to keep
+ * extras should hand-edit the result.
+ */
+export declare function normalizeLegacyDraft(raw: unknown, options?: {
+    year?: number;
+}): USHouseholdDraft;
+//# sourceMappingURL=normalize.d.ts.map

package/dist/us-household/normalize.d.ts.map

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package/dist/us-household/serialize.d.ts

@@ -0,0 +1,4 @@
+import type { USHouseholdDraft } from './types';
+export declare function serializeDraft(draft: USHouseholdDraft): string;
+export declare function deserializeDraft(query: string | URLSearchParams): USHouseholdDraft;
+//# sourceMappingURL=serialize.d.ts.map

package/dist/us-household/serialize.d.ts.map

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package/dist/us-household/states.d.ts

@@ -0,0 +1,15 @@
+/**
+ * US states and territories supported by PolicyEngine US.
+ *
+ * Codes match the `state_code` enum in the PolicyEngine US country model so the
+ * draft's `state` field can be passed through to API payloads unchanged.
+ */
+export interface USState {
+    code: string;
+    name: string;
+}
+export declare const US_STATES: ReadonlyArray<USState>;
+export declare function isUSStateCode(value: unknown): value is string;
+export declare function getStateName(code: string | null | undefined): string | null;
+export declare function getStateFromZip(zip: string | null | undefined): string | null;
+//# sourceMappingURL=states.d.ts.map

package/dist/us-household/states.d.ts.map

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package/dist/us-household/types.d.ts

@@ -0,0 +1,80 @@
+export type USMaritalStatus = 'single' | 'married';
+export type USPersonKind = 'adult' | 'dependent';
+/**
+ * Person-level fields that the wizard surfaces uniformly across apps. Apps that
+ * do not collect a flag should leave it `undefined`; the adapters treat
+ * `undefined` differently from `false` (omitted vs. explicitly set).
+ */
+export interface USPersonFlags {
+    isDisabled?: boolean;
+    isBlind?: boolean;
+    isFullTimeStudent?: boolean;
+    isPregnant?: boolean;
+    needsCare?: boolean;
+}
+export interface USPersonIncomes {
+    /** Wages and salaries; "employment_income" in PolicyEngine US. */
+    employmentIncome?: number;
+    selfEmploymentIncome?: number;
+    socialSecurityIncome?: number;
+    ssiAmount?: number;
+    ssdiAmount?: number;
+    pensionIncome?: number;
+    dividendIncome?: number;
+    taxableInterestIncome?: number;
+    rentalIncome?: number;
+    unemploymentCompensation?: number;
+    childSupportReceived?: number;
+    miscellaneousIncome?: number;
+}
+export interface USPersonDraft extends USPersonFlags, USPersonIncomes {
+    /** Stable identifier — used as the person key in the API payload. */
+    id: string;
+    kind: USPersonKind;
+    /** Age in whole years. `null` means the user has not entered a value yet. */
+    age: number | null;
+    /** Optional human-friendly label for review screens. */
+    label?: string;
+    /**
+     * App-controlled fields the wizard core does not understand. Adapters that
+     * own the app's payload can read this map; the shared US adapters ignore it.
+     */
+    extras?: Record<string, unknown>;
+}
+export interface USHouseholdDraft {
+    /** Two-letter state code (e.g. "CA"). `null` means the user has not picked. */
+    state: string | null;
+    /** PolicyEngine county enum code (e.g. "ALAMEDA_COUNTY_CA"). */
+    county: string | null;
+    /** Optional ZIP code captured at intake. Used to derive `state` when set. */
+    zip: string | null;
+    /**
+     * Marital status — explicitly NOT filing status. Apps that need a filing
+     * status must derive it (e.g. from presence of dependents).
+     */
+    maritalStatus: USMaritalStatus | null;
+    /**
+     * People in the household. Adults and dependents share the same shape; kind
+     * differentiates them. Order is significant for UI labels ("Adult 1", etc.).
+     */
+    people: USPersonDraft[];
+    /** Year the household is being modeled for. */
+    year: number;
+    /** App-controlled household-level fields ignored by the shared adapters. */
+    extras?: Record<string, unknown>;
+}
+export interface ValidationIssue {
+    /** Stable identifier for the rule (e.g. "state.required"). */
+    code: string;
+    /** Path into the draft (dotted), e.g. "state" or "people[1].age". */
+    path: string;
+    message: string;
+}
+export type ValidationResult = {
+    ok: true;
+    issues: never[];
+} | {
+    ok: false;
+    issues: ValidationIssue[];
+};
+//# sourceMappingURL=types.d.ts.map

package/dist/us-household/types.d.ts.map

@@ -0,0 +1 @@
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package/dist/us-household/validate.d.ts

@@ -0,0 +1,13 @@
+import type { USHouseholdDraft, ValidationResult } from './types';
+export interface ValidateOptions {
+    /**
+     * If true, require a county selection in addition to state. Apps where the
+     * county affects results (e.g. local taxes) can opt into this.
+     */
+    requireCounty?: boolean;
+    /** If true, require every person to have an age set. Defaults to true. */
+    requireAges?: boolean;
+}
+export declare function validate(draft: USHouseholdDraft, options?: ValidateOptions): ValidationResult;
+export declare function isComplete(draft: USHouseholdDraft, options?: ValidateOptions): boolean;
+//# sourceMappingURL=validate.d.ts.map

package/dist/us-household/validate.d.ts.map

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package/dist/us-household-adapters.cjs

@@ -0,0 +1 @@
+"use strict";Object.defineProperty(exports,Symbol.toStringTag,{value:"Module"});const v={household:"household",family:"family",taxUnit:"tax_unit",spmUnit:"spm_unit",maritalUnit:"marital_unit"},I={household:"your household",family:"your family",taxUnit:"your tax unit",spmUnit:"your household",maritalUnit:"your marital unit"},S={isDisabled:"is_disabled",isBlind:"is_blind",isFullTimeStudent:"is_full_time_student",isPregnant:"is_pregnant",needsCare:"is_incapable_of_self_care"},U={employmentIncome:"employment_income",selfEmploymentIncome:"self_employment_income",socialSecurityIncome:"social_security",ssiAmount:"ssi",ssdiAmount:"social_security_disability",pensionIncome:"taxable_pension_income",dividendIncome:"qualified_dividend_income",taxableInterestIncome:"taxable_interest_income",rentalIncome:"rental_income",unemploymentCompensation:"unemployment_compensation",childSupportReceived:"child_support_received",miscellaneousIncome:"miscellaneous_income"};function s(e,i){return{[e]:i}}function x(e,i){const n={};e.age!==null&&e.age!==void 0&&(n.age=s(i,e.age)),e.kind==="dependent"&&(n.is_tax_unit_dependent=s(i,!0));for(const[l,a]of Object.entries(S)){const t=e[l];t!==void 0&&(n[a]=s(i,t))}for(const[l,a]of Object.entries(U)){const t=e[l];t!=null&&(n[a]=s(i,t))}return n}function p(e,i={}){const{groupKeyStyle:n="short",includeMaritalUnit:l=!1,label:a=null}=i,t=n==="verbose"?I:v,m=String(e.year),u=e.people.map(o=>o.id),d={};for(const o of e.people)d[o.id]=x(o,m);const c={members:[...u]};e.state&&(c.state_name=s(m,e.state)),e.county&&(c.county=s(m,e.county));const y={[t.family]:{members:[...u]}},f={[t.taxUnit]:{members:[...u]}},b={[t.spmUnit]:{members:[...u]}},h={[t.household]:c},_={};if(l){const o=e.people.filter(r=>r.kind==="adult");_[t.maritalUnit]={members:o.slice(0,2).map(r=>r.id)}}return{country_id:"us",label:a,data:{people:d,families:y,marital_units:_,tax_units:f,spm_units:b,households:h}}}function g(e,i={}){return p(e,i).data}exports.toV1HouseholdPayload=p;exports.toV1HouseholdSituation=g;

package/dist/us-household-adapters.d.ts

@@ -0,0 +1 @@
+export * from './us-household/adapters/index';

package/dist/us-household-adapters.js

@@ -0,0 +1,92 @@
+const h = {
+  household: "household",
+  family: "family",
+  taxUnit: "tax_unit",
+  spmUnit: "spm_unit",
+  maritalUnit: "marital_unit"
+}, I = {
+  household: "your household",
+  family: "your family",
+  taxUnit: "your tax unit",
+  spmUnit: "your household",
+  // app-v2 uses the same label for SPM unit
+  maritalUnit: "your marital unit"
+}, U = {
+  isDisabled: "is_disabled",
+  isBlind: "is_blind",
+  isFullTimeStudent: "is_full_time_student",
+  isPregnant: "is_pregnant",
+  needsCare: "is_incapable_of_self_care"
+}, v = {
+  employmentIncome: "employment_income",
+  selfEmploymentIncome: "self_employment_income",
+  socialSecurityIncome: "social_security",
+  ssiAmount: "ssi",
+  ssdiAmount: "social_security_disability",
+  pensionIncome: "taxable_pension_income",
+  dividendIncome: "qualified_dividend_income",
+  taxableInterestIncome: "taxable_interest_income",
+  rentalIncome: "rental_income",
+  unemploymentCompensation: "unemployment_compensation",
+  childSupportReceived: "child_support_received",
+  miscellaneousIncome: "miscellaneous_income"
+};
+function s(e, n) {
+  return { [e]: n };
+}
+function x(e, n) {
+  const i = {};
+  e.age !== null && e.age !== void 0 && (i.age = s(n, e.age)), e.kind === "dependent" && (i.is_tax_unit_dependent = s(n, !0));
+  for (const [l, a] of Object.entries(U)) {
+    const t = e[l];
+    t !== void 0 && (i[a] = s(n, t));
+  }
+  for (const [l, a] of Object.entries(v)) {
+    const t = e[l];
+    t != null && (i[a] = s(n, t));
+  }
+  return i;
+}
+function S(e, n = {}) {
+  const { groupKeyStyle: i = "short", includeMaritalUnit: l = !1, label: a = null } = n, t = i === "verbose" ? I : h, c = String(e.year), m = e.people.map((o) => o.id), d = {};
+  for (const o of e.people)
+    d[o.id] = x(o, c);
+  const u = {
+    members: [...m]
+  };
+  e.state && (u.state_name = s(c, e.state)), e.county && (u.county = s(c, e.county));
+  const p = {
+    [t.family]: { members: [...m] }
+  }, y = {
+    [t.taxUnit]: { members: [...m] }
+  }, f = {
+    [t.spmUnit]: { members: [...m] }
+  }, b = {
+    [t.household]: u
+  }, _ = {};
+  if (l) {
+    const o = e.people.filter((r) => r.kind === "adult");
+    _[t.maritalUnit] = {
+      members: o.slice(0, 2).map((r) => r.id)
+    };
+  }
+  return {
+    country_id: "us",
+    label: a,
+    data: {
+      people: d,
+      families: p,
+      marital_units: _,
+      tax_units: y,
+      spm_units: f,
+      households: b
+    }
+  };
+}
+function g(e, n = {}) {
+  return S(e, n).data;
+}
+export {
+  S as toV1HouseholdPayload,
+  g as toV1HouseholdSituation
+};